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Wolf Group Capital Advisors’s HCA Healthcare HCA Stock Holding History

Wolf Group Capital Advisors’s Portfolio HCA Stock Details HCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$2.75M Sell
7,957
-635
-7% -$204K 0.92% 30
2024
Q4 		$2.61M Hold
8,592
– – 1.26% 22
2024
Q3 		$2.61M Buy
8,592
+206
+2% +$75.4K 1.24% 23
2024
Q2 		$2.69M Sell
8,386
-206
-2% -$66.9K 1.06% 28
2024
Q1 		$2.61M Hold
8,592
– – 1.24% 23
2023
Q4 		$2.61M Buy
8,592
+384
+5% +$94.9K 1.24% 23
2023
Q3 		$2.02M Sell
8,208
-367
-4% -$100K 0.96% 36
2023
Q2 		$2.3M Sell
8,575
-518
-6% -$144K 1.15% 26
2023
Q1 		$2.4M Sell
9,093
-816
-8% -$207K 1.19% 27
2022
Q4 		$2.38M Sell
9,909
-1,816
-15% -$407K 1.12% 27
2022
Q3 		$2.15M Sell
11,725
-40
-0.3% -$7.97K 1.18% 28
2022
Q2 		$1.98M Buy
11,765
+348
+3% +$74.8K 1.03% 32
2022
Q1 		$2.86M Sell
11,417
-23,573
-67% -$5.92M 1.46% 19
2021
Q4 		$8.99M Buy
34,990
+23,533
+205% +$5.76M 1.47% 19
2021
Q3 		$2.78M Sell
11,457
-364
-3% -$89K 1.52% 19
2021
Q2 		$2.44M Sell
11,821
-336
-3% -$68.5K 1.31% 22
2021
Q1 		$2.29M Buy
12,157
+48
+0.4% +$8.46K 1.32% 24
2020
Q4 		$1.99M Sell
12,109
-94
-0.8% -$13.7K 1.23% 27
2020
Q3 		$1.52M Buy
12,203
+74
+0.6% +$9.16K 1.06% 38
2020
Q2 		$1.18M Buy
12,129
+762
+7% +$79.2K 0.88% 39
2020
Q1 		$1.02M Buy
+11,367
New +$1.47M 0.85% 43

Other funds holding HCA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wolf Group Capital Advisors's HCA Position: Q1 2025 in Review

Wolf Group Capital Advisors reduced its HCA Healthcare (HCA) stake by 7.4% in Q1 2025, selling an estimated $204K and leaving 7,957 shares worth $2.75M. The position accounts for 0.92% of the portfolio, ranked #30.

Wolf Group Capital Advisors first reported a position in HCA in Q1 2020 and has held it in 21 quarters since. The position peaked at $8.99M in Q4 2021. 1,225 funds tracked by Wall St. Rank hold HCA as of Q1 2025.

  • Wolf Group Capital Advisors held 7,957 shares of HCA Healthcare worth $2.75M as of Q1 2025.
  • Wolf Group Capital Advisors sold 635 HCA Healthcare shares in Q1 2025, an estimated $204K.
  • HCA Healthcare made up 0.92% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #30 holding.
  • Wolf Group Capital Advisors first reported a position in HCA Healthcare in Q1 2020 and has held it in 21 quarters since.
  • Wolf Group Capital Advisors's HCA Healthcare position peaked at $8.99M in Q4 2021.
  • 1,225 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.